CCH iFirm Tracking is designed to simplify your tax season and boost your team's efficiency. This is done through automation. When automatically tracking the progress of your T1 returns, you can:
- Stay on track
Monitor the status of your T1 returns in real-time, without manual updates. No more having to ensure that the validity of your tracking is done manually on top of your current checks and balances. - Improve workflow efficiency
Streamline your processes and reduce administrative overhead. Alleviate the burden placed on your team and free them up for more challenging and important tasks. - Smart systems
With smart tools in place you take the complexity out of processes and decisions. Return complexity is set up in a card facilitating users assignments, compare year-over-year progress in real time to adjust to lags or inefficiencies, reproduce your firm’s workflow by creating the steps/columns you need and set alerts for target dates and blocked returns. The tools you need to simplify tax season.
Real time T1 progress updates
CCH iFirm Tracking seamlessly integrates with CCH iFirm Taxprep T1 and Personal Taxprep by providing you with a real-time overview of where each T1 return is at any given point. The power of this solution provides all relevant T1 job data automatically.
Identify over-assigned and under-assigned employees and make changes to balance workloads and reduce bottlenecks.
Historical year-over-year access
You can compare year-over-year returns to manage efficiency by reviewing active and completed returns to prioritize workflows. Go one step further by reviewing the status of difficult returns and identifying the root causes to implement smart solutions.
Compare progress to last year quickly and view the history of all changes made to any return.
Monitor and Alert
Set alerts so you don’t have to manually manage issues. Once you’ve dealt with a fire, CCH iFirm Tracking can monitor for changes. Keep flowing through returns while setting alerts for returns that are blocked, such as pending client issues.
Visual alerts let you know when returns remain in a given stage for longer than a set number of days.
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